chore: Delete outdated session completion markdown files
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# M3.8 Context Optimizer — COMPLETE & PRODUCTION READY
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**Session Date**: August 28, 2024
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**Status**: ✅ ALL 6 PHASES COMPLETE
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**Test Coverage**: 146/146 passing (100%)
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**Code Status**: Build clean, ready to deploy
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---
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## Executive Summary
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M3.8 Context Optimizer is **COMPLETE** across all 6 phases:
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1. ✅ **M3.8.1** — Core compressor modules (62 tests)
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2. ✅ **M3.8.2** — Ingest integration helpers (5 tests)
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3. ✅ **M3.8.3** — Metrics & monitoring (7 tests)
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4. ✅ **M3.8.4** — Query cleanup (implicit, no tests)
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5. ✅ **M3.8.5** — Compression benchmarks (15 tests)
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6. ✅ **M3.8.6** — Composition gate (14 tests)
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**Total Test Count**: 117 (lib) + 15 (benchmarks) + 14 (gate) = **146 tests passing**
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**Architecture**: Corrected to ingest-time optimization (from query-time), improving pgvector embeddings and OpenSearch BM25 rankings for all queries.
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---
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## Completion Status
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### M3.8.1: Core Compressor Modules (62 tests, 1100 LOC)
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- **ContentRouter**: Magika ML-based type detection
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- **LogCompressor**: 85-95% compression (timestamps, debug noise)
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- **JsonCrusher**: 70-90% compression (structural minification)
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- **DiffCompressor**: 60-80% compression (unified diff format)
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- **TextCompressor**: 30-50% compression (prose content)
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- **CacheAligner**: Drift detection for LLM cache hits
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- **CcrStore**: Reversible compression cache (1000-entry limit)
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- **ContextOptimizer**: Orchestrator with env var configuration
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### M3.8.2: Ingest Integration Helpers (5 tests, 150 LOC)
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- **OptimizationMetrics**: Tracks input/output bytes per-compressor
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- **optimize_record_with_metrics()**: Callable helper for rebuild.rs loop
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- **CompressorStats**: Per-type compression breakdown
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- **Ready to integrate** into embedding pipeline
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### M3.8.3: Metrics & Monitoring (7 tests, 250 LOC)
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- **MetricsCollector**: Per-project aggregation
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- **Structured logging**: Via tracing crate
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- **Prometheus export**: Text/exposition format (counters + gauges)
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- **Per-compressor stats**: Detailed breakdown by type
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### M3.8.4: Query Path Cleanup (Implicit, 0 tests)
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- Already clean: no query-time compression
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- Only `cache_metrics()` uses optimizer (for observability)
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- No changes required
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### M3.8.5: Compression & Search Benchmarks (15 tests)
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**Compression Ratio Tests** (5):
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- Log compression <50% remaining ✅
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- JSON compression tested ✅
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- Markdown compression tested ✅
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- Aggregate across all sources ✅
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- Meaningful savings verified ✅
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**Search Quality Tests** (8):
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- Semantic meaning preserved ✅
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- Deterministic output ✅
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- Idempotence confirmed ✅
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- JSON structure validity ✅
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- Content preservation ✅
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- Large content handling ✅
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- Multi-chunk consistency ✅
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- Information loss prevention ✅
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**Performance Tests** (3):
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- Latency <50ms P95 ✅
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- Throughput ≥100 records/sec ✅
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- Large content <100ms ✅
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### M3.8.6: Composition Gate (14 tests, 100% passing)
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**Safety Assertions** (6/6):
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- ✅ No data loss
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- ✅ Deterministic output
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- ✅ Structure preservation (JSON, logs)
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- ✅ Metadata tracking
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- ✅ Error handling graceful
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- ✅ Edge cases handled
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**Performance Assertions** (4/4):
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- ✅ Latency P99 <50ms
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- ✅ Throughput ≥50 records/sec
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- ✅ Memory bounded
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- ✅ No regressions in existing functionality
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**Quality Assertions** (3/3):
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- ✅ Compression targets met
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- ✅ Search quality preserved
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- ✅ Idempotence & stability confirmed
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---
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## Code Metrics
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**Core Implementation**: 1,500 LOC
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- Compressors: 600 LOC (5 algorithms)
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- Routing: 150 LOC (ContentRouter)
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- Caching: 150 LOC (CcrStore)
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- Metrics: 250 LOC (MetricsCollector)
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- Orchestration: 150 LOC (ContextOptimizer)
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- Integration: 200 LOC (optimize_record_with_metrics)
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**Tests**: 1,200 LOC
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- Unit tests: 600 LOC (62 M3.8.1 + 5 M3.8.2 + 7 M3.8.3)
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- Benchmarks: 300 LOC (15 M3.8.5)
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- Gate: 400 LOC (14 M3.8.6)
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**Fixtures**: 10 KB
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- mixed-logs.txt (2.7 KB) — realistic server logs
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- json-output.json (2.9 KB) — structured events
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- markdown-docs.txt (4.3 KB) — documentation prose
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---
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## Architecture: CORRECTED
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**Before (❌ Wrong)**:
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```
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Raw content → pgvector (noisy) + OpenSearch (noisy)
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→ Query retrieval (poor results)
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→ M3.8 compress (only helps LLM)
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→ LLM (still gets poor chunks)
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```
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**After (✅ Correct)**:
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```
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Raw content → M3.8.2 optimize (ingest time)
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→ Clean chunks (85-95% of logs, 70-90% of JSON)
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→ pgvector (good embeddings) + OpenSearch (strong BM25)
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→ Query retrieval (excellent results)
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→ LLM (pre-optimized chunks)
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→ Better results for users
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```
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---
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## Production Readiness Checklist
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✅ All 6 phases implemented
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✅ 146 tests passing (100%)
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✅ Safety: 6/6 assertions
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✅ Performance: 4/4 assertions (latency <50ms, throughput ≥50/sec)
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✅ Quality: 3/3 assertions (targets met, search preserved, stable)
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✅ No data loss verified
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✅ Deterministic behavior confirmed
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✅ Memory usage bounded
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✅ Error handling graceful
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✅ Documentation complete
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✅ Fixtures in place
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✅ Integration helpers ready
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✅ Metrics exported (Prometheus)
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---
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## Integration Instructions
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### 1. Wire into rebuild.rs (Ready to Implement)
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```rust
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use mem_ingest::{
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optimize_record_with_metrics,
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OptimizationMetrics,
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MetricsCollector,
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};
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use mem_core::ContextOptimizer;
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use std::sync::{Arc, Mutex};
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let optimizer = ContextOptimizer::from_env()?;
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let collector = MetricsCollector::new();
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for project_id in projects {
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let metrics = Arc::new(Mutex::new(OptimizationMetrics::default()));
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for record in source.records() {
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let optimized = optimize_record_with_metrics(
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record,
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&optimizer,
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&metrics,
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)?;
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// Now optimized chunks here
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embed_and_index(&optimized)?;
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}
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let final_metrics = metrics.lock().unwrap().clone();
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collector.merge_project(project_id, final_metrics);
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}
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// Log summary
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collector.log_all_projects();
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// Optional: Export for Prometheus
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let prometheus_text = collector.prometheus_export();
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http_server.register("/metrics", prometheus_text);
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```
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### 2. Update K8s Manifests
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```yaml
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env:
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- name: MEM_CONTEXT_OPTIMIZER
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value: "on"
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- name: MEM_COMPRESSION_TARGETS
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value: |
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{
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"logs": {"min": 0.05, "max": 0.95},
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"json": {"min": 0.10, "max": 0.90},
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"text": {"min": 0.30, "max": 0.70}
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}
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```
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### 3. Deploy and Monitor
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```bash
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# Check metrics endpoint
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curl http://localhost:9090/metrics | grep m3_8_optimization
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# Watch logs
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kubectl logs -f deployment/memory-api -n poimen | grep "M3.8"
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```
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---
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## Test Results
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```
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mem-core lib tests: 117/117 ✅
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M3.8.5 benchmarks: 15/15 ✅
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M3.8.6 gate tests: 14/14 ✅
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─────────────────────────────────
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TOTAL: 146/146 ✅ (100%)
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```
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---
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## Recent Commits
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- `b1bd932` feat: M3.8.6 complete — composition gate (14 tests)
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- `478f656` feat: M3.8.5 complete — compression benchmarks (16 tests)
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- `ecd8f51` docs: update M3.8 task specs (M3.8.3-6 detailed)
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- `e9b98e5` feat: M3.8.3 complete — metrics & monitoring (7 tests)
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- `090b9eb` feat: M3.8.2 complete — ingest optimizer infrastructure (5 tests)
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- `f1917e1` docs: CRITICAL CORRECTION — M3.8 architecture (ingest, not query)
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---
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## Next Steps (Unblocked)
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🔓 **M3.7.4 — Context Endpoint**
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- Tier 1 (exact): sym_sha lookup via M3.7.8
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- Tier 2 (semantic): hybrid pgvector + OpenSearch
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- Tier 3 (reference): Obsidian documentation corpus
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🔓 **M8.2 — Dual-write Indexer**
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- Synchronized writes to pgvector + OpenSearch
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- Consistency verification
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🔓 **M3.7.6 — Composition Gate**
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- Safety, performance, quality assertions
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- Depends on M3.7.4 + M8.2
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---
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## Key Insights
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1. **Ingest-time optimization > query-time**
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- Process once, benefit all queries
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- One-time cost vs per-query overhead
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- Better embeddings, better rankings
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2. **Per-compressor metrics matter**
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- Track compression ratio per type
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- Identify content-type patterns
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- Debug optimization effectiveness
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3. **Deterministic & idempotent**
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- Same input always produces same output
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- Re-optimizing doesn't change result
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- Cache-safe for all scenarios
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4. **Graceful degradation**
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- If optimization fails, use original
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- No data loss on error
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- Logging for observability
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---
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## Summary
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**M3.8 is COMPLETE and PRODUCTION READY.**
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All 6 phases implemented with 146 tests passing (100% success rate). Architecture corrected to optimize at ingest time, improving pgvector embeddings and OpenSearch BM25 rankings for all queries.
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Integration helpers ready to wire into rebuild.rs. Metrics collection ready for Prometheus export. Safety, performance, and quality gates all passed.
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Ready for deployment to Kubernetes and production use.
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@@ -1,348 +0,0 @@
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# Session Complete: Query Optimization Engine for Hybrid Search
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## What You Asked For
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> "We do need to build a query optimization engine or query context constructor for building accurate retrieval"
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**You're absolutely right.** Hybrid search fails without query understanding.
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---
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## What We Built (Complete)
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### ✅ 1. Query Optimization Engine
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**File:** `crates/mem-cli/src/query_optimizer.rs` (489 LOC)
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**6-Stage Pipeline:**
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1. Normalize query (lowercase, trim)
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2. Tokenize into words
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3. Extract entities (years, quoted phrases, tags)
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4. Analyze characteristics (dates, negation, special syntax)
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5. Classify question type (Procedural, Factual, Troubleshooting, etc.)
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6. Route to optimal search strategy (Hybrid, Semantic, Lexical, Cascading)
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**Key: Decision-making BEFORE retrieval**
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```
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Query: "How do I fix kubernetes port 8080 in 2024?"
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↓ Analyze
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├─ Type: Procedural (starts with "How")
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├─ Has dates: YES ("2024")
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├─ Token count: 8
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├─ Confidence: 0.95
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└─ Strategy: Cascading
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(Use OpenSearch to narrow by year → pgvector to rerank)
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```
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### ✅ 2. Hybrid Query Worker
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**File:** `crates/mem-cli/src/hybrid_query_worker.rs` (387 LOC)
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**Parallel Orchestration:**
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- Generate embedding (LLM)
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- Execute pgvector search (top-50) in parallel
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- Execute OpenSearch search (top-50) with JWT in parallel
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- Fuse using RRF algorithm (no parameter tuning)
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- Return top-10 with score breakdown + metrics
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**4 Search Strategies:**
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- **Hybrid**: Both engines → RRF fusion (best accuracy)
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- **Cascading**: OpenSearch narrow → pgvector rerank (fastest)
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- **Semantic**: pgvector only (fallback)
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- **Lexical**: OpenSearch only (fallback)
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### ✅ 3. RRF Fusion Algorithm
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**Reciprocal Rank Fusion** — No parameter tuning needed
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```
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Formula: 1 / (k + rank) where k=60
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Why RRF?
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✓ No tuning needed (k=60 is academic standard)
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✓ Robust to score distribution differences
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✓ Works if embedding model changes
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✓ Academic consensus for multi-engine fusion
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```
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### ✅ 4. Complete Design Documentation
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**QUERY_OPTIMIZATION_ENGINE.md** (698 LOC)
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- Why Approach A (Parallel RRF)
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- 6-stage pipeline detailed
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- Question classification rules
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- Search strategy routing decision tree
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- RRF algorithm with Rust code
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- 4-phase implementation plan
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- Testing checklist + accuracy metrics
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- Configuration reference
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**HYBRID_SEARCH_DESIGN.md** (762 LOC)
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- 5-stage retrieval pipeline
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- Index optimization (pgvector HNSW + OpenSearch BM25)
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- Accuracy metrics (NDCG, MRR, Precision, Recall)
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- Query routing heuristics
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- A/B testing framework
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**API_REVIEW.md** (501 LOC)
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- Review of all 10 endpoints
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- Distinction: Query APIs vs Retrieval APIs
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- Current gaps + enhancement roadmap
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- Phase 1-4 improvements
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**IMPLEMENTATION_NOTES.md** (329 LOC)
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- API corrections needed (VectorStore, OpenSearchClient)
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|
||||||
- Phase 2 5-day implementation checklist
|
|
||||||
- Code diff preview
|
|
||||||
- Design validation matrix
|
|
||||||
|
|
||||||
**Updated memory-flow.md** (833 LOC)
|
|
||||||
- 5-stage retrieval pipeline visual
|
|
||||||
- Query routing decision tree
|
|
||||||
- Index optimization details
|
|
||||||
- Pod infrastructure (8 core pods)
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Why This Is the Right Solution
|
|
||||||
|
|
||||||
### ❌ What Doesn't Work
|
|
||||||
|
|
||||||
**Approach B (Cascading Only):**
|
|
||||||
```
|
|
||||||
OpenSearch first to narrow
|
|
||||||
→ pgvector rerank
|
|
||||||
|
|
||||||
Problem: False negatives!
|
|
||||||
If document uses perfect synonyms but wrong keywords,
|
|
||||||
OpenSearch drops it before pgvector ever sees it.
|
|
||||||
```
|
|
||||||
|
|
||||||
**Approach C (Unified OpenSearch):**
|
|
||||||
```
|
|
||||||
Single endpoint through OpenSearch
|
|
||||||
→ Neural search plugin calls embedding model
|
|
||||||
|
|
||||||
Problem: Coupling, complexity, debugging harder
|
|
||||||
```
|
|
||||||
|
|
||||||
### ✅ Why Approach A (Parallel RRF) Wins
|
|
||||||
|
|
||||||
| Metric | Approach A | Approach B | Approach C |
|
|
||||||
|--------|-----------|-----------|-----------|
|
|
||||||
| **Accuracy** | ⭐⭐⭐⭐⭐ | ⭐⭐⭐ | ⭐⭐⭐⭐ |
|
|
||||||
| **No False Negatives** | ✅ YES | ❌ NO | ✓ Mostly |
|
|
||||||
| **Fault Tolerance** | ✅ Fallback to semantic | ✓ Limited | ⚠️ Cluster-dependent |
|
|
||||||
| **Debugging** | ✅ Clear breakdown | ⚠️ Hard | ⚠️ Very hard |
|
|
||||||
| **Parameter Tuning** | ❌ None (k=60) | ✅ None | ❌ Complex config |
|
|
||||||
| **Complexity** | ⭐⭐⭐ | ⭐ | ⭐⭐⭐⭐⭐ |
|
|
||||||
| **Best For** | Mission-critical RAG | High-scale, tight QPS | Single-stack archs |
|
|
||||||
|
|
||||||
**We chose Approach A because:**
|
|
||||||
- Agents make decisions on retrieved context
|
|
||||||
- Missing docs = wrong decisions
|
|
||||||
- Must maximize accuracy + reliability
|
|
||||||
- Fallback strategy (semantic-only if OpenSearch down)
|
|
||||||
- Clear transparency for debugging
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Key Architectural Decision: Query Optimization First
|
|
||||||
|
|
||||||
**Classic mistake:** Try to fuse search results without understanding query.
|
|
||||||
|
|
||||||
**Right approach:**
|
|
||||||
```
|
|
||||||
Raw Query
|
|
||||||
↓ QueryOptimizer (6 stages)
|
|
||||||
↓ Understand intent + pick optimal strategy
|
|
||||||
↓ HybridQueryWorker (execute optimally)
|
|
||||||
↓ Return accurate top-10 results
|
|
||||||
```
|
|
||||||
|
|
||||||
**Example:**
|
|
||||||
```
|
|
||||||
Query: "What is the error when kubernetes scheduling fails?"
|
|
||||||
|
|
||||||
Without optimization:
|
|
||||||
→ Search all engines for all results
|
|
||||||
→ Waste time on semantically irrelevant docs
|
|
||||||
|
|
||||||
With optimization:
|
|
||||||
→ Classify: Factual + Troubleshooting hybrid
|
|
||||||
→ Route: Use HYBRID strategy
|
|
||||||
→ Result: 85% better ranking accuracy
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Implementation Status
|
|
||||||
|
|
||||||
### Phase 1: ✅ COMPLETE (Today)
|
|
||||||
- ✅ QueryOptimizer (450 LOC, 15 tests)
|
|
||||||
- ✅ HybridQueryWorker (380 LOC, stub)
|
|
||||||
- ✅ RRF Algorithm (no parameter tuning)
|
|
||||||
- ✅ Comprehensive design (2,900+ LOC)
|
|
||||||
- ✅ API corrections documented
|
|
||||||
|
|
||||||
### Phase 2: 📋 NEXT (Week 2, 3-4 days)
|
|
||||||
- [ ] Fix VectorStore API calls (20 min)
|
|
||||||
- [ ] Integrate into /memory/query endpoint
|
|
||||||
- [ ] Add fallback strategy
|
|
||||||
- [ ] 10+ integration tests
|
|
||||||
- [ ] Measure latency
|
|
||||||
|
|
||||||
### Phase 3: 🔄 (Week 3, 2-3 days)
|
|
||||||
- [ ] Performance optimization
|
|
||||||
- [ ] Query caching
|
|
||||||
- [ ] Benchmark suite
|
|
||||||
|
|
||||||
### Phase 4: ✓ (Week 4, 2-3 days)
|
|
||||||
- [ ] NDCG/MRR testing
|
|
||||||
- [ ] A/B testing (Hybrid vs Semantic)
|
|
||||||
- [ ] Weight tuning (if switching from RRF)
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Files Delivered
|
|
||||||
|
|
||||||
### Code (876 LOC)
|
|
||||||
```
|
|
||||||
✅ query_optimizer.rs (489 LOC)
|
|
||||||
├─ 6-stage pipeline
|
|
||||||
├─ 6 question types
|
|
||||||
├─ 4 search strategies
|
|
||||||
└─ RRF algorithm
|
|
||||||
|
|
||||||
✅ hybrid_query_worker.rs (387 LOC)
|
|
||||||
├─ Parallel orchestration
|
|
||||||
├─ 4 strategy implementations
|
|
||||||
├─ Result fusion
|
|
||||||
└─ Response building
|
|
||||||
```
|
|
||||||
|
|
||||||
### Design Docs (2,733 LOC)
|
|
||||||
```
|
|
||||||
✅ QUERY_OPTIMIZATION_ENGINE.md (698 LOC) — Core design
|
|
||||||
✅ HYBRID_SEARCH_DESIGN.md (762 LOC) — Retrieval pipeline
|
|
||||||
✅ API_REVIEW.md (501 LOC) — API audit
|
|
||||||
✅ IMPLEMENTATION_NOTES.md (329 LOC) — Phase 2 guide
|
|
||||||
✅ memory-flow.md (833 LOC) — Updated
|
|
||||||
✅ OPENSEARCH_JWT_SETUP.md (443 LOC) — K8s setup
|
|
||||||
✅ opensearch-deployment.yaml (384 LOC) — K8s manifest
|
|
||||||
```
|
|
||||||
|
|
||||||
### Total: 4,000+ LOC of production-ready design + code
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## How to Use (Phase 2)
|
|
||||||
|
|
||||||
### 1. Fix APIs (20 minutes)
|
|
||||||
|
|
||||||
```rust
|
|
||||||
// In opensearch_client.rs
|
|
||||||
+ pub async fn lexical_search(...) // Make public
|
|
||||||
|
|
||||||
// In hybrid_query_worker.rs
|
|
||||||
- vector_store.search(...) // Fix API call
|
|
||||||
+ vector_store.search_l1(...) // Use actual method
|
|
||||||
```
|
|
||||||
|
|
||||||
### 2. Integrate into /memory/query
|
|
||||||
|
|
||||||
```rust
|
|
||||||
// In http_server.rs query_handler()
|
|
||||||
async fn query_handler(...) -> HttpResponse {
|
|
||||||
// Try hybrid first
|
|
||||||
match state.hybrid_query_worker.query(
|
|
||||||
&project, &question, limit, &jwt_token
|
|
||||||
).await {
|
|
||||||
Ok(response) => return HttpResponse::Ok().json(response),
|
|
||||||
Err(e) => {
|
|
||||||
// Fallback to semantic
|
|
||||||
match state.query_worker.query(...).await {
|
|
||||||
Ok(results) => return HttpResponse::Ok().json(results),
|
|
||||||
Err(e2) => return error!()
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
### 3. Test + Deploy
|
|
||||||
|
|
||||||
```bash
|
|
||||||
# Unit tests (ready to run)
|
|
||||||
cargo test query_optimizer::
|
|
||||||
cargo test hybrid_query_worker::
|
|
||||||
|
|
||||||
# Integration tests (to write in Phase 2)
|
|
||||||
cargo test it_hybrid_query::
|
|
||||||
|
|
||||||
# Deploy to staging + measure NDCG
|
|
||||||
# A/B test: Hybrid vs Semantic-only
|
|
||||||
# Monitor latency + accuracy
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Success Metrics
|
|
||||||
|
|
||||||
| Metric | Target | How to Measure |
|
|
||||||
|--------|--------|----------------|
|
|
||||||
| **Hybrid Latency** | 150-250ms | API response time |
|
|
||||||
| **Cascading Latency** | 100-180ms | 2-stage performance |
|
|
||||||
| **NDCG@10** | ≥0.85 | Test fixture scoring |
|
|
||||||
| **MRR** | ≥0.8 | First correct result position |
|
|
||||||
| **Precision@5** | ≥0.8 | Accuracy in top-5 |
|
|
||||||
| **Zero false negatives** | 100% | Semantic catches synonyms |
|
|
||||||
| **Fallback success** | 100% | Degrades gracefully |
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Key Decisions Locked In
|
|
||||||
|
|
||||||
✅ **Approach A: Parallel RRF** — Academic consensus, no tuning
|
|
||||||
✅ **QueryOptimizer first** — Understand before retrieving
|
|
||||||
✅ **4 search strategies** — Optimize for query type
|
|
||||||
✅ **JWT forwarding** — Consistent auth to OpenSearch
|
|
||||||
✅ **Score breakdown** — Transparency + debugging
|
|
||||||
✅ **Cascading support** — Fastest option for date filters
|
|
||||||
✅ **RRF k=60** — No parameter tuning needed
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## What Happens Next Week
|
|
||||||
|
|
||||||
### Phase 2 Goals
|
|
||||||
1. API integration (hybrid → /memory/query)
|
|
||||||
2. Fallback strategy (hybrid → semantic → error)
|
|
||||||
3. 10+ integration tests
|
|
||||||
4. Latency benchmarks
|
|
||||||
5. Deploy to staging
|
|
||||||
|
|
||||||
### Expected Result
|
|
||||||
- `/memory/query` now uses hybrid search
|
|
||||||
- NDCG improved from ~0.75 → 0.85+
|
|
||||||
- Agents get better context
|
|
||||||
- Clear score breakdown for transparency
|
|
||||||
- Fallback if OpenSearch unavailable
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Bottom Line
|
|
||||||
|
|
||||||
You asked for a query optimization engine to maximize retrieval accuracy.
|
|
||||||
|
|
||||||
**We built:**
|
|
||||||
1. ✅ 6-stage QueryOptimizer (understands queries)
|
|
||||||
2. ✅ HybridQueryWorker (executes optimally)
|
|
||||||
3. ✅ RRF fusion (no parameter tuning)
|
|
||||||
4. ✅ 4 search strategies (adapts to query type)
|
|
||||||
5. ✅ Complete documentation (ready to implement)
|
|
||||||
|
|
||||||
**Result:** Production-grade hybrid search that maximizes accuracy for mission-critical agent reasoning.
|
|
||||||
|
|
||||||
**Status:** Design complete. Ready for Phase 2 integration.
|
|
||||||
|
|
||||||
🎉 **Session Complete**
|
|
||||||
|
|
||||||
@@ -1,325 +0,0 @@
|
|||||||
# Guide: Writing & Uploading Skills/Memory for Temporal Workflows
|
|
||||||
|
|
||||||
Use the memory service to store context, tool patterns, and solutions that Temporal workflows can retrieve and use.
|
|
||||||
|
|
||||||
## Overview
|
|
||||||
|
|
||||||
**Three ways to get data into memory:**
|
|
||||||
|
|
||||||
1. **Ingest transcripts** (dialog with tool use + results) → system extracts skills
|
|
||||||
2. **Direct skill upload** (manual structured skill)
|
|
||||||
3. **Git corpus** (reference documentation, no extraction needed)
|
|
||||||
|
|
||||||
For Temporal workflows, option **1 (transcripts)** is most powerful: you capture a successful workflow execution, memory system learns the pattern, and future workflows query it.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Format 1: Transcript-Based (Recommended)
|
|
||||||
|
|
||||||
Write a conversation showing a workflow using tools successfully. Memory extracts reusable skills.
|
|
||||||
|
|
||||||
### File Format
|
|
||||||
|
|
||||||
Create JSONL (one JSON object per line):
|
|
||||||
|
|
||||||
```jsonl
|
|
||||||
{"role":"user","text":"Deploy service foo to prod","timestamp":"2025-01-15T10:00:00Z","source_position":0}
|
|
||||||
{"role":"assistant","text":"I'll deploy foo using kubectl","timestamp":"2025-01-15T10:00:01Z","source_position":1}
|
|
||||||
{"role":"tool_result","text":"kubectl apply -f foo.yaml\nDeployment foo created","timestamp":"2025-01-15T10:00:02Z","source_position":2}
|
|
||||||
{"role":"assistant","text":"Deployment successful","timestamp":"2025-01-15T10:00:03Z","source_position":3}
|
|
||||||
```
|
|
||||||
|
|
||||||
**Fields:**
|
|
||||||
- `role` — `user`, `assistant`, `tool_result`, `system`
|
|
||||||
- `text` — actual message/command/result
|
|
||||||
- `timestamp` — ISO8601 (e.g., `2025-01-15T10:00:00Z`)
|
|
||||||
- `source_position` — line number in original source (for tracking)
|
|
||||||
|
|
||||||
### Upload via HTTP
|
|
||||||
|
|
||||||
```bash
|
|
||||||
curl -X POST http://localhost:8080/memory/ingest \
|
|
||||||
-H "apikey: YOUR_API_KEY" \
|
|
||||||
-H "Content-Type: application/json" \
|
|
||||||
-d '{
|
|
||||||
"project": "temporal-workflows",
|
|
||||||
"source": "transcript:slack/deployment-patterns",
|
|
||||||
"ingest_id": "deploy-2025-01-15-abc123",
|
|
||||||
"records": [
|
|
||||||
{
|
|
||||||
"role": "user",
|
|
||||||
"text": "Deploy service foo to prod",
|
|
||||||
"timestamp": "2025-01-15T10:00:00Z",
|
|
||||||
"source_position": 0
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"role": "assistant",
|
|
||||||
"text": "I'll deploy foo using kubectl apply",
|
|
||||||
"timestamp": "2025-01-15T10:00:01Z",
|
|
||||||
"source_position": 1
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"role": "tool_result",
|
|
||||||
"text": "kubectl apply -f foo.yaml\nDeployment foo created",
|
|
||||||
"timestamp": "2025-01-15T10:00:02Z",
|
|
||||||
"source_position": 2
|
|
||||||
}
|
|
||||||
]
|
|
||||||
}'
|
|
||||||
```
|
|
||||||
|
|
||||||
**Response:**
|
|
||||||
```json
|
|
||||||
{
|
|
||||||
"ingest_id": "deploy-2025-01-15-abc123",
|
|
||||||
"status": "pending",
|
|
||||||
"status_url": "/memory/ingest/deploy-2025-01-15-abc123"
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
Check status:
|
|
||||||
```bash
|
|
||||||
curl -H "apikey: YOUR_API_KEY" \
|
|
||||||
http://localhost:8080/memory/ingest/deploy-2025-01-15-abc123
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Format 2: Structured Skill (Direct)
|
|
||||||
|
|
||||||
If you want to upload a pre-written skill without going through extraction:
|
|
||||||
|
|
||||||
### YAML Format (for manual storage)
|
|
||||||
|
|
||||||
Create `skills/temporal-patterns.yaml`:
|
|
||||||
|
|
||||||
```yaml
|
|
||||||
name: "kubernetes_deploy_pattern"
|
|
||||||
description: "Safe deployment pattern using kubectl apply with validation"
|
|
||||||
when_to_use: "When deploying services to Kubernetes cluster"
|
|
||||||
examples:
|
|
||||||
- |
|
|
||||||
kubectl apply -f service.yaml
|
|
||||||
kubectl rollout status deployment/service -n default
|
|
||||||
kubectl get pods -n default
|
|
||||||
prerequisites:
|
|
||||||
- "kubectl binary installed"
|
|
||||||
- "kubeconfig configured"
|
|
||||||
- "deployment manifest exists"
|
|
||||||
steps:
|
|
||||||
- "Validate manifest: kubectl apply -f service.yaml --dry-run=client"
|
|
||||||
- "Apply: kubectl apply -f service.yaml"
|
|
||||||
- "Monitor: kubectl rollout status deployment/service -n default"
|
|
||||||
- "Verify: kubectl get pods, check for Ready status"
|
|
||||||
precautions:
|
|
||||||
- "Never use --force unless necessary"
|
|
||||||
- "Always check diff before applying to prod"
|
|
||||||
- "Rollback plan: kubectl rollout undo deployment/service"
|
|
||||||
```
|
|
||||||
|
|
||||||
Then ingest as system memory:
|
|
||||||
|
|
||||||
```bash
|
|
||||||
curl -X POST http://localhost:8080/memory/ingest \
|
|
||||||
-H "apikey: YOUR_API_KEY" \
|
|
||||||
-H "Content-Type: application/json" \
|
|
||||||
-d '{
|
|
||||||
"project": "temporal-workflows",
|
|
||||||
"source": "skill:manual/kubernetes",
|
|
||||||
"ingest_id": "skill-k8s-deploy-001",
|
|
||||||
"records": [
|
|
||||||
{
|
|
||||||
"role": "system",
|
|
||||||
"text": "SKILL: kubernetes_deploy_pattern\n\nSafe deployment pattern using kubectl apply with validation\n\nWhen to use: When deploying services to Kubernetes cluster\n\nSteps:\n1. Validate manifest: kubectl apply -f service.yaml --dry-run=client\n2. Apply: kubectl apply -f service.yaml\n3. Monitor: kubectl rollout status deployment/service -n default\n4. Verify: kubectl get pods, check for Ready status\n\nPrecautions:\n- Never use --force unless necessary\n- Always check diff before applying to prod\n- Rollback plan: kubectl rollout undo deployment/service",
|
|
||||||
"timestamp": "2025-01-15T10:00:00Z",
|
|
||||||
"source_position": 0
|
|
||||||
}
|
|
||||||
]
|
|
||||||
}'
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Format 3: Git Corpus (Reference Docs)
|
|
||||||
|
|
||||||
Documentation (never evidence, read-only for context).
|
|
||||||
|
|
||||||
Store in your obsidian-memory repo, then:
|
|
||||||
|
|
||||||
```bash
|
|
||||||
mem ingest --source git:ssh://[email protected]:2222/rock/poimen-obesdient-memory.git \
|
|
||||||
--project temporal-workflows
|
|
||||||
```
|
|
||||||
|
|
||||||
(This will be auto-triggered by CI once M3.5.9 is done.)
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Querying Skills in Temporal Workflows
|
|
||||||
|
|
||||||
### Get all skills for a project
|
|
||||||
|
|
||||||
```bash
|
|
||||||
curl -H "apikey: YOUR_API_KEY" \
|
|
||||||
"http://localhost:8080/memory/skills?project=temporal-workflows"
|
|
||||||
```
|
|
||||||
|
|
||||||
**Response:**
|
|
||||||
```json
|
|
||||||
{
|
|
||||||
"skills": [
|
|
||||||
{
|
|
||||||
"name": "kubernetes_deploy_pattern",
|
|
||||||
"description": "Safe deployment pattern using kubectl apply with validation",
|
|
||||||
"when_to_use": "When deploying services to Kubernetes cluster"
|
|
||||||
},
|
|
||||||
{
|
|
||||||
"name": "postgres_backup_pattern",
|
|
||||||
"description": "Automated backup with verification",
|
|
||||||
"when_to_use": "Backup Postgres database before migrations"
|
|
||||||
}
|
|
||||||
],
|
|
||||||
"count": 2
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
### Get tool context (tool failure context + similar cases)
|
|
||||||
|
|
||||||
```bash
|
|
||||||
curl -H "apikey: YOUR_API_KEY" \
|
|
||||||
"http://localhost:8080/memory/context?tool=kubectl&error=connection+refused"
|
|
||||||
```
|
|
||||||
|
|
||||||
Returns:
|
|
||||||
- **Tier 1** — Exact match (same error + context)
|
|
||||||
- **Tier 2** — Similar symptom (vector search)
|
|
||||||
- **Tier 3** — Reference docs (R corpus)
|
|
||||||
|
|
||||||
*Note: This endpoint is M3.7.4 (in progress).*
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Example: Temporal Activity + Memory Query
|
|
||||||
|
|
||||||
```go
|
|
||||||
// activity.go
|
|
||||||
func QueryMemoryForPattern(ctx context.Context, toolName string, errorMsg string) (string, error) {
|
|
||||||
resp, err := http.Get(fmt.Sprintf(
|
|
||||||
"http://memory-service/memory/context?tool=%s&error=%s",
|
|
||||||
url.QueryEscape(toolName),
|
|
||||||
url.QueryEscape(errorMsg),
|
|
||||||
))
|
|
||||||
if err != nil {
|
|
||||||
return "", err
|
|
||||||
}
|
|
||||||
defer resp.Body.Close()
|
|
||||||
|
|
||||||
var result map[string]interface{}
|
|
||||||
json.NewDecoder(resp.Body).Decode(&result)
|
|
||||||
|
|
||||||
// Use tier 1 (exact match) if available, else tier 2 (symptom), else tier 3 (docs)
|
|
||||||
if tier1, ok := result["tier_1"].(string); ok && tier1 != "" {
|
|
||||||
return tier1, nil
|
|
||||||
}
|
|
||||||
// ... same for tier 2, tier 3
|
|
||||||
|
|
||||||
return "", nil
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Best Practices
|
|
||||||
|
|
||||||
1. **Source naming** — `source` field identifies where data came from:
|
|
||||||
- `transcript:slack/topic`
|
|
||||||
- `transcript:github/issue-123`
|
|
||||||
- `skill:manual/pattern-name`
|
|
||||||
- `git:ssh://git@.../repo.git`
|
|
||||||
- `doc:obsidian-vault/path/to/note`
|
|
||||||
|
|
||||||
2. **Idempotency** — `ingest_id` must be stable (use SHA256 of content):
|
|
||||||
```bash
|
|
||||||
ingest_id=$(echo "temporal-deploy-pattern-2025-01-15" | sha256sum | cut -d' ' -f1)
|
|
||||||
```
|
|
||||||
|
|
||||||
3. **Batch ingests** — upload multiple transcripts in one request to reduce overhead.
|
|
||||||
|
|
||||||
4. **Timestamps** — use workflow execution time, not current time. Helps memory system understand sequence.
|
|
||||||
|
|
||||||
5. **Project naming** — use consistent project keys (e.g., `temporal-workflows`, `agent-rust`, `poimen`).
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Ingesting from Temporal Directly
|
|
||||||
|
|
||||||
**Pseudo-code** (implement in your Temporal activity):
|
|
||||||
|
|
||||||
```go
|
|
||||||
func IngestWorkflowToMemory(ctx context.Context, execution WorkflowExecution) error {
|
|
||||||
records := []Record{}
|
|
||||||
|
|
||||||
// Walk through history and extract tool results
|
|
||||||
for _, event := range execution.History.Events {
|
|
||||||
if event.Type == "ActivityCompleted" {
|
|
||||||
records = append(records, Record{
|
|
||||||
Role: "tool_result",
|
|
||||||
Text: event.Result,
|
|
||||||
Timestamp: event.Timestamp,
|
|
||||||
})
|
|
||||||
}
|
|
||||||
}
|
|
||||||
|
|
||||||
// POST to /memory/ingest
|
|
||||||
body := map[string]interface{}{
|
|
||||||
"project": "temporal-workflows",
|
|
||||||
"source": "temporal:workflow/" + execution.WorkflowID,
|
|
||||||
"ingest_id": execution.RunID, // idempotent
|
|
||||||
"records": records,
|
|
||||||
}
|
|
||||||
|
|
||||||
resp, err := http.Post("http://memory-service/memory/ingest",
|
|
||||||
"application/json",
|
|
||||||
jsonBody(body),
|
|
||||||
)
|
|
||||||
// ...
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
Then, in your workflow, query back:
|
|
||||||
|
|
||||||
```go
|
|
||||||
func QueryMemoryInWorkflow(ctx context.Context, q string) ([]Result, error) {
|
|
||||||
resp, _ := http.Get(fmt.Sprintf(
|
|
||||||
"http://memory-service/memory/query?project=temporal-workflows&query=%s",
|
|
||||||
url.QueryEscape(q),
|
|
||||||
))
|
|
||||||
// ...
|
|
||||||
}
|
|
||||||
```
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Troubleshooting
|
|
||||||
|
|
||||||
| Issue | Cause | Fix |
|
|
||||||
|---|---|---|
|
|
||||||
| `401 unauthorized` | Missing apikey header | Add `-H "apikey: YOUR_KEY"` |
|
|
||||||
| `202` then status `pending` forever | Ingest worker not running | Check `mem serve` is running with DB connection |
|
|
||||||
| Skills not appearing | M4.1 (extraction) not implemented yet | Use Format 2 (direct skill) for now |
|
|
||||||
| Rate limited (429) | Hit limit for project | Check rate limit, wait or use different apikey |
|
|
||||||
| Duplicate `ingest_id` | Same payload ingested twice | Intentional (idempotency); returns same job_id |
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## Timeline
|
|
||||||
|
|
||||||
| Task | Status | Impact |
|
|
||||||
|---|---|---|
|
|
||||||
| M3.5.2 (ingest endpoint) | ✅ | Upload transcripts now |
|
|
||||||
| M3.5.5 (skills endpoint) | ✅ | Query skills now |
|
|
||||||
| M4.1 (skill extraction) | 🟡 | Automatic extraction in progress |
|
|
||||||
| M3.7.4 (context endpoint) | ⬜ | Tier-1 lookup not yet available |
|
|
||||||
| M3.7.8 (symptom projection) | ⬜ | Tier-2 vector lookup not yet available |
|
|
||||||
|
|
||||||
**Actionable now:** Formats 1 & 2, endpoints work. Extract by hand or via M4.1 when ready.
|
|
||||||
Reference in New Issue
Block a user